ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

Wescott Financial Advisory Group, LLC's Holding History (CIK: 0001864880)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 14,006 Value ($000) $1,137 Avg Close Range
Q3 2025
Shares 14,006 Value ($000) $1,019 Avg Close Range
Q2 2025
Shares 14,006 Value ($000) $873 Avg Close Range
Q1 2025
Shares 12,797 Value ($000) $755 Avg Close Range
Q4 2024
Shares 16,247 Value ($000) $804 Avg Close Range
Q3 2024
Shares 16,247 Value ($000) $807 Avg Close Range
Q2 2024
Shares 16,683 Value ($000) $733 Avg Close Range
Q1 2024
Shares 16,683 Value ($000) $701 Avg Close Range
Q4 2023
Shares 17,278 Value ($000) $674 Avg Close Range
Q3 2023
Shares 17,278 Value ($000) $605 Avg Close Range
Q2 2023
Shares 17,481 Value ($000) $636 Avg Close Range
Q1 2023
Shares 17,481 Value ($000) $653 Avg Close Range
Q4 2022
Shares 17,481 Value ($000) $605 Avg Close Range
Q3 2022
Shares 17,481 Value ($000) $551 Avg Close Range
Q2 2022
Shares 13,541 Value ($000) $465 Avg Close Range
Q1 2022
Shares 13,541 Value ($000) $499 Avg Close Range
Q4 2021
Shares 13,541 Value ($000) $471 Avg Close Range
Q3 2021
Shares 13,541 Value ($000) $452 Avg Close Range
Q2 2021
Shares 13,541 Value ($000) $466 Avg Close Range